Filed May 13, 2021 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $50,595 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,488 | $54,368-49.4% | $117,039-76.5% | $62,292-55.9% |
| Participation rate | 98.9% | 64.9%+33.9pp | 77.2%+21.7pp | 69.5%+29.4pp |
| Annual return | 14.48% | 21.77%-7.3pp | 18.95%-4.5pp | 28.90%-14.4pp |
| Employer contribution / active EE | $1,064 | $1,692-37.1% | $3,785-71.9% | $2,042-47.9% |
| Participant deferral / active EE | $2,701 | $2,269+19.1% | $3,929-31.3% | $3,169-14.8% |
| Admin fee / account holder | $186 | $493-62.3% | $5,974-96.9% | $479-61.2% |